Financial Planning
Understanding Wills and Trusts
As provided by Leonard Spoto of Asset Exchange Company : Many of our 1031 Exchange clients hold title to their investment property in a Trust. To understand why it may make sense to review the basic differences between Wills and Trusts: Will Basics: • A will is a legal document that states your intentions and identifies to…
Read MoreRetire Inspired! How to have more $$$ in the bank!
Click to play this video. I hope all is well. Hard to believe we are already into February! Hopefully your New Year’s resolutions are off to a great start. I wanted to share a great book that I listened to: Retire Inspired http://adbl.co/2mCSI7y The author, Chris Hogan has some great…
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